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Stock Stories | Case Studies and Mental Models for Individual Investors

Business & Economics Podcasts

What stocks do you own and why do you own them? What are the fundamentals that ultimately drive stock market returns? I'm Alex Mason, an individual investor like you. Join me in my journey to decode the business behind the stock, and uncover principles and best practices for individual investors. My goal is to improve your investing process with knowledge and insight through case studies of real companies. This is the show where we explore the histories, business models, and economic characteristics of publicly traded companies, as well as mental models to complement investment analysis.

What stocks do you own and why do you own them? What are the fundamentals that ultimately drive stock market returns? I'm Alex Mason, an individual investor like you. Join me in my journey to decode the business behind the stock, and uncover principles and best practices for individual investors. My goal is to improve your investing process with knowledge and insight through case studies of real companies. This is the show where we explore the histories, business models, and economic characteristics of publicly traded companies, as well as mental models to complement investment analysis.

Location:

United States

Description:

What stocks do you own and why do you own them? What are the fundamentals that ultimately drive stock market returns? I'm Alex Mason, an individual investor like you. Join me in my journey to decode the business behind the stock, and uncover principles and best practices for individual investors. My goal is to improve your investing process with knowledge and insight through case studies of real companies. This is the show where we explore the histories, business models, and economic characteristics of publicly traded companies, as well as mental models to complement investment analysis.

Language:

English


Episodes

D. R. Horton (DHI) - Building Homes And The American Dream

4/14/2021
As America’s largest homebuilder, D.R. Horton has been focused on expanding one of the most central aspects of American culture and the American Dream - the home. By focusing on modest customization at reasonable prices, they’ve grown into a national brand while operating in a highly cyclical industry. In today's episode we cover the history, business model, financials, and future outlook of D. R. Horton. Enjoy the show? Rate and Review to share your thoughts: Apple Podcasts (iPhone) |...

Duration:00:47:58

The 3 Things You Can Do With Money (Investing 101)

4/7/2021
Today, we’re going to take it back to basics. A lot of times when people talk about investing they jump right into the “what” and the “how”. Well, what about the why? Today’s episode discusses the three things you can do with money. You can either: Spend It Give It Away Save It/Invest It The choice is yours! Optimizing between these three things is critical in order to become a successful investor. Enjoy the show? Rate and Review to share your thoughts: Apple Podcasts (iPhone) |...

Duration:00:21:24

McCormick (MKC) Part II - Giving Food Its Flavor

3/31/2021
In the modern era, McCormick is one of those companies that focuses on selling spices, seasonings, and related products like French’s Mustard and Cholula Hot Sauce. They sell to both businesses and everyday consumers like you and me. Not to mention, they sell in over 160 countries across the globe! In today's episode we cover the business model and financials of McCormick & Co., as well as putting everything together to synthesize what we’ve learned about the business. Enjoy the show? Rate...

Duration:00:41:08

McCormick (MKC) Part I - The Spice Trade and Historical Significance of Seasonings

3/24/2021
Aside from the commodities we know them as today, spice and seasonings were once fought for by kings and treasured by merchants. They were the precursor to modern currency and have spanned all cultures across the globe. In the modern era, McCormick is one of those companies that focuses on selling spices, seasonings, and related products. In today's episode we cover the history of the spice industry as well as the history of McCormick & Co. Enjoy the show? Rate and Review to share your...

Duration:00:27:39

Mental Model: Utility - The Fundamental Principle of Purpose

3/17/2021
Utility is what relates to something’s function or value. When something has utility, it has inherent or perceived usefulness to you. In today's episode we cover the mental model of utility, both in a general sense as well as in the context of investing. At the end of the episode, we review Tai Lopez’s 4 Ms of Motivation. Today’s Sponsor: Finnyvest At Finnyvest you can get an unbiased, rules-based bull- and bear-case analyses of US stocks and funds. Rules-based in key—as the same criteria...

Duration:00:24:28

Mondelez International (MDLZ) - The Snack Giant Behind Oreos, Ritz Crackers, And Chips Ahoy Cookies

3/10/2021
Snacks have become a huge part of the modern food system. Instead of meals cooked from raw ingredients, there are now a plethora of packaged foods available all over the world. Mondelez International is one of the dominant companies in this space, selling everything from Oreo cookies to Ritz crackers to Trident gum. In today's episode we cover the history, business model, financials, and future outlook of Mondelez International. Today’s Sponsor: Finnyvest At Finnyvest you can get an...

Duration:00:39:35

GameStop (GME) Part II - Stock Synthesis, Robinhood, and Market Volatility

3/3/2021
GameStop has made some waves in recent weeks. Last week we talked about the general business, including its history and overall business models and financials. Today we wrap up our analysis of the business, discuss what a short squeeze is, and talk about the recent market volatility surrounding the stock. Today’s Sponsor: Finnyvest At Finnyvest you can get an unbiased, rules-based bull- and bear-case analyses of US stocks and funds. Rules-based in key—as the same criteria are applied to...

Duration:00:37:20

GameStop (GME) Part I - How Has Business Been For This Video Game Retailer?

2/24/2021
GameStop has made some waves in recent weeks. After Reddit investors began piling into the stock, the company made headlines because of the stock’s meteoric rise and subsequent crash. What is the nature of the company and what do they do? How has business been for this game retailer? In today's episode we cover the history, business model, and financials of GameStop. Let’s connect! Instagram: @stockstoryteller Twitter: @stckstryteller Email: alex@stockstoriespodcast.com.

Duration:00:34:22

Mental Model: Two Front War - Fighting Two Enemies Is Harder Than Fighting One

2/17/2021
Facing conflict is always difficult. Facing conflicts on multiple sides is even harder. When companies face multiple headwinds and their attention and capital is diverted, we know as investors to take a close look at the risks. We can also apply this principle to looking at a company’s stock price through the lens of technical momentum (buyers and sellers are always fighting to change the current stock price). In today's episode we cover the mental model of the Two Front War. Let’s...

Duration:00:23:21

Keurig Dr Pepper (KDP) Part III - The Business Of Gourmet Coffee And Soda

2/10/2021
Brought together by conglomerate JAB Holdings in 2018, gourmet coffee and beverage giant Keurig Dr Pepper was born in its current form. Although there is a growing diversity of brands, Keurig coffee and Dr Pepper soda are still the primary drivers of revenue. In today's episode we cover the business model of the Keurig Dr. Pepper, as well as discuss its financials. We then spend some time synthesizing the information we’ve learned so far and touch on valuation. Let’s connect! Instagram:...

Duration:00:44:02

Keurig Dr Pepper (KDP) Part II - K-Cups, K-Pods, And The Gourmet Coffee Obsession

2/3/2021
Nestled in a small Vermont town, entrepreneur Bob Stiller found delicious, gourmet coffee, and he was determined to share it with the world. By joining forces with another up and coming coffee start up, Keurig became a nationwide brand name and coffee makers started showing up in office break rooms and home kitchens everywhere. In today's episode we cover the history of the gourmet coffee business that ultimately became one half of Keurig Dr. Pepper. Let’s connect! Instagram:...

Duration:00:25:02

Keurig Dr Pepper (KDP) Part I - Beginnings Of The World's Favorite Non-Cola

1/27/2021
Dr. Pepper began as a pharmacist’s concoction in the small town of Waco, TX. Over time its popularity grew and spread around the United States. Other brands like 7-Up and Schweppes also grew in influence. These brands, and many others were combined and broken up again various times and corporate influencers fought for control over the soda market. In today's episode we cover the history of the carbonated beverage business that ultimately became one half of Keurig Dr. Pepper. Check out...

Duration:00:33:12

Salesforce (CRM) - Cloud Computing And The End Of Software

1/20/2021
Salesforce is the leader in CRM (customer relationship management) software. By focusing on the cloud from the industry’s infancy, they’ve grown to become a major business that serves most of America’s large companies. In today's episode we cover the history, business model, financials, and future outlook of Salesforce. SAP (SAP) - episode 145 Microsoft (MSFT) Part I - episode 90 Microsoft (MSFT) Part II - episode 92 Let’s connect! Instagram: @stockstoryteller Twitter:...

Duration:00:29:58

Costco (COST) - Using Economies Of Scale And Subscriptions To Master The Wholesale Experience

1/13/2021
Although Costco didn’t invest the wholesale concept, one might think that they have perfected it. One of only a few companies able to compete with Walmart’s Sam’s Club, Costco focuses on providing quality products to people at very low prices, and they do it by selling in bulk with a “no frills” approach. In today's episode we cover the history, business model, financials, and future outlook of Costco. Let’s connect! Instagram: @stockstoryteller Twitter: @stckstryteller Email:...

Duration:00:52:15

State Of The Market 2021 - Reflections From Another Year Of Investing

1/6/2021
This year, I learned a lot happened. Not just in the investment world, but in the world at large. In today's episode, we take a moment to reflect on major events of 2020, a bit about how I'm thinking about things going forward, and a quick update about the show. Also, there's a few listener shout outs! Thank you for your reviews this year! Let’s connect! Instagram: @stockstoryteller Twitter: @stckstryteller Email: alex@stockstoriespodcast.com.

Duration:00:38:34

O'Reilly Automotive (ORLY) - Fast Growing Auto Parts Profits Masked By Slow But Steady Sales

12/30/2020
O’Reilly Automotive has been a consistent grower in the auto parts space since it began in Springfield, Missouri decades ago. Of the big three in this space (the other two being AutoZone and Advance Auto Parts), O’Reilly has the most evenly split business between commercial and DIY customers. They don’t pay dividends but consistently return a TON of money back to shareholders through share buybacks. In today's episode we cover the history, business model, financials, and future outlook of...

Duration:00:32:50

Mental Model: Feedback Loops - When The Output Influences The Input

12/23/2020
Cause and effect is a generally understood principle - one thing happens and that causes another thing to happen. But, what about when the effect comes back to influence the cause? This is known as a feedback loop. In today's episode we explore the general concept of a feedback loop, and then apply it to how we look at markets as individual investors. Let’s connect! Instagram: @stockstoryteller Twitter: @stckstryteller Email: alex@stockstoriespodcast.com.

Duration:00:24:19

Advance Auto Parts (AAP) - Selling Car Parts To Businesses

12/16/2020
Advance Auto Parts is a specialty auto parts retailer in the United States. They sell most of their product to commercial customers, but have a retail portion of their business as well. They've gone through multiple transformations over the years, and have grown mostly as a result of acquiring other smaller auto parts companies. In today's episode we cover the history, business model, financials, and future outlook of Advance Auto Parts (AAP). Let’s connect! Instagram:...

Duration:00:30:46

Tesla (TSLA) Part II - Innovation Through Energy, Transportation, And Software

12/9/2020
Tesla has taken the auto world by storm by designing and producing a suite of high tech electric vehicles, as well as a system of software and energy products to complement them. Over time, Elon Musk and his team have transformed the company from a small startup with a single car to a fast growing and polarizing company that has attracted a lot of attention in recent years. In today's episode we cover the business model, financials, and discuss Tesla’s future outlook. For a review of...

Duration:00:35:52

Tesla (TSLA) Part I - The Rise Of Elon Musk And The New Age Of Electric Vehicles

12/2/2020
Tesla has taken the auto world by storm by designing and producing a suite of high tech electric vehicles, as well as a system of software and energy products to complement them. Over time, Elon Musk and his team have transformed the company from a small startup with a single car to a fast growing and polarizing company that has attracted a lot of attention in recent years. In today's episode we cover the history of Tesla’s business. Come back next week for the full analysis... Want to say...

Duration:00:42:55